Things you should know about education loan

Practical tip : Education loan depends on Bank Manager’s Business focus as according to managers I interacted with, their experience with education loan repayment is not as positive as compared to home loan repayment. So start application early and apply with more than one banker so that you do not face problem when you need […]

How to Select Bond Mutual Funds

Bonds and bond funds are an important part of a balanced investment portfolio. For most investors, the cost of building a diversified bond portfolio is prohibitive. Bond mutual funds are cheaper and more efficient. In general, stocks and stock mutual funds provide higher returns than bond funds over the long term–but that higher return comes […]

Wealth Creation Opportunity Lost by Young Indians

Wealth Creation Opportunity Lost by Young Indians During my career as Financial Coach, advisor and Planner, I have experienced that majority of young Executives are not recognizing and understanding“Power of Compounding” and are not starting investing in the early days of their career. It is because financial goals are far away (such as retirement etc.) in […]

How Investments Habits/Experience inherited from Previous Generation are hurting Wealth Creation Process of New Generation?

How Investments Habits/Experience inherited from Previous Generation are hurting Wealth Creation Process of New Generation?   I have observed that many of new generation Investors are following parents and grandparents while Making Investment. For E.g Investing into Bank FDs OR Investing into Various Small Savings and Post Office Schemes. When asked why, answer would be- […]

Poor Cash Management Skills stopping retail investors from Creating Wealth

Poor Cash Management Skills stopping retail investors from Creating Wealth   I do not have surplus money; how can I Invest– Majority of retail Investor I interact with during my Financial Well Being Workshops have common feedback when it comes to investing. This is common and relates to poor cash management and budgeting skills. Poor […]

Know Your Financial Rights

We just celebrated our Independence Day, which prompted me to enlist every investors financial rights… Right to know commission paid You have the right to know how much your fund distributor or insurance agent earns from the financial products sold to you. A mutual fund distributor commission, paid by the fund company, is disclosed in […]

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PlanetWealth Financial Advisors
Email: care@planetwealth.in
Phone: +919328190022
Url:
First Floor, Modh Mahodaya Bhavan, Opp Chandreshwer Mahadev Temple, Nr. Meghani Circle
Bhavnagar, Gujarat 364001